PWM
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Pines Wealth Management’s UnitedHealth UNH Stock Holding History

Pines Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$505K Sell
1,635
-549
-25% -$169K 0.18% 128
2025
Q1 		$1.21M Buy
2,184
+445
+26% +$246K 0.56% 43
2024
Q4 		$906K Buy
+1,739
New +$906K 0.39% 65